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Set up glossary terms for Salesforce

A glossary term is a word or phrase that users may use in their prompts, mapped to a specific meaning in your Dataverse tables. Each term includes a description and is associated with a particular skill, which scopes the glossary to a specific Salesforce organization or environment.

The following table shows examples of how adding glossary definitions can give your agent valuable context and improve its responses.

Scenario Glossary term Example description
Acronym VP VP stands for Vice President and refers to the value in the JobTitle column of the Contact table.
Custom ownership activity owner The activity owner is determined by the PartyId column in the ActivityParty table.
Custom field opportunity revenue Opportunity revenue refers to the Custom Revenue column in the Opportunity table.
Complex rules or filter overdue task An overdue task is a record in the Task table where the State code column is set to open and the Scheduled end date column is earlier than today.

Note

  • The descriptions in the table are provided as examples. Test your own descriptions to see which ones produce the best results.
  • Updates to glossary terms and definitions may take up to 15 minutes to become available.

Prerequisites

  • Access to the target Dataverse environment in Power Apps where Sales agent is installed (msdyn_viva environment).
  • Permission to view and create rows in the Copilot glossary table (CopilotGlossary Terms).

Add a glossary to your Salesforce organization

Use the following steps to create and publish a model-driven app for managing glossary terms.

  1. Create a custom model-driven app solution in Power Apps.

    1. Select the msdyn_viva environment.
    2. In the left navigation, select Solutions.
    3. Select Managed solutions and then select New solution on the command bar.
    4. Enter a Display name for the solution, for example, Sales agent glossary.
    5. Select a publisher, such as CDS Default Publisher.
    6. Select Create.

  2. Add the glossary table to the solution.

    1. Inside the solution, select Add existing > Table.
    2. Search for the CopilotGlossaryTerms table.
    3. Select Next, and add the table to the app you created.

  3. Configure and publish the model-driven app.

    1. Select the CopilotGlossaryTerms table in the solution.
    2. On the command bar, select Create app to create a new model-driven app from the solution.
    3. In the model-driven app designer, select Data.
    4. In the Data pane, search for the CopilotGlossaryTerms table, and then select Add to app.
    5. Publish the app.

  4. Run the app and create glossary terms.

    1. Run the app you created.
    2. Open the Active CopilotGlossaryTerms view.
    3. On the command bar, select New.
    4. Enter the following values:
    5. Term: The word or phrase users might use in prompts.
    6. Description: The meaning of the term.
    7. Skill: The skill this term is scoped to. Glossary terms are stored in Dataverse and associated with a specific skill name. Use the instructions in Identify the skill name for glossary setup and Enter the skill name in the glossary term form to find and enter the correct value.

Identify the skill name for glossary setup

Each Salesforce organization has a unique skill name suffix. You need to find the skill name that corresponds to the Salesforce organization you're setting up glossary terms for.

  1. In Power Apps, open the environment where Sales agent is configured (the msdyn_viva environment).
  2. Go to Tables > All and open the msdyn_vivaorgsettings table.
  3. Look for rows where FeatureName starts with "SalesChatConfig". There may be multiple rows.
  4. Find the row where OrgId matches your Salesforce Instance.
  5. Copy the value from the QnASearchConfigName column. This is the value you enter in the Skill field when creating glossary terms.

Enter the skill name in the glossary term form

When creating a glossary term, use the following steps to select the correct skill and save the term.

  1. In the Skill field, select the search icon.
  2. Select Advanced.
  3. Under the advanced search bar, select the dropdown icon, then select Default.
  4. Search for the skill name (for example, SalesChatSalesforceQnA <yoursuffix>), select the correct skill name, and select Done.
  5. Once all fields are filled in, save the glossary term.
  6. Repeat these steps to add as many glossary terms as needed for your Salesforce organization.
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